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Chartered Financial Planner – Financial Planning arm of leading EBC firm

Key Job Features

Job Type: Permanent
Reference: 791
Location: London or West Midlands
Other: + Profit Share + Bonus + Benefits


We are partnering with a new and disruptive financial planning firm, backed by a leading pensions and investment consultancy, that has ambitions to become a leader in the profession within the short-medium term.

It launched its innovative, tech-led guidance and advice division due to its increasing demand from corporate clients for an individual financial planning service, as well as to do its part in bridging the advice gap. It has a 10-year ambition to create a business with significant scale.

Our client is seeking a dynamic, client-centric and entrepreneurial Chartered Financial Planner to work closely with existing HNW clients and help shape the direction of the company. You will benefit from extensive client generation support from existing corporate schemes with blue-chip clients within the private and public sector, seminars that the company hosts, and referrals from other divisions within the group.

Candidates will be Chartered (or close to attainment) and must be confident onboarding new clients, adept at presenting to large audiences and senior executives within large companies, whilst being able to demonstrate a genuine passion for client centricity and helping them achieve lifestyle goals through quality financial planning. Whilst not a prerequisite, it is preferable that candidates possess experience within the corporate market.

This is an opportunity to be part of something big from the beginning and play a key role in helping build a market leading financial planning proposition.

If you are interested in finding out more, please email your CV to or call 01761 252 538 and ask for Tim Terrell.


To £90,000 Basic + Profit Share + Bonus + Benefits

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